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Sean B

CFP®, Series 63

Summerville, SC

Cambridge Investment Research Advisors

Sean Bennett is a CFP® professional with 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Outside of his advisory role, Bennett serves as a South Carolina state senator. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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John W

Series 65

Summerville, SC

Cambridge Investment Research Advisors

John Wood is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Summerville, South Carolina. He has four years of experience in the industry, including prior roles at ServisFirst Bank. Wood serves on the boards of several local organizations, including Children in Crisis in Dorchester County and the Greater Summerville Dorchester County Chamber of Commerce. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charities, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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